Evercore Wealth Management’s CIT Group Inc. CIT Stock Holding History

Evercore Wealth Management’s Portfolio CIT Stock Details CIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-300	Closed	-$15K	–	919
2017 Q4	$15K	Sell	300 -100	-25%	-$4.85K	﹤0.01%	767
2017 Q3	$20K	Sell	400 -139	-26%	-$6.53K	﹤0.01%	720
2017 Q2	$26K	Sell	539 -2,090	-79%	-$96.1K	﹤0.01%	676
2017 Q1	$113K	Sell	2,629 -3,462	-57%	-$147K	﹤0.01%	458
2016 Q4	$260K	Buy	6,091 +3,579	+142%	+$141K	0.01%	326
2016 Q3	$91K	Hold	2,512	–	–	﹤0.01%	497
2016 Q2	$80K	Sell	2,512 -1,225	-33%	-$39.8K	﹤0.01%	500
2016 Q1	$116K	Hold	3,737	–	–	0.01%	428
2015 Q4	$148K	Hold	3,737	–	–	0.01%	427
2015 Q3	$150K	Sell	3,737 -727	-16%	-$32.6K	0.01%	430
2015 Q2	$207K	Hold	4,464	–	–	0.01%	415
2015 Q1	$201K	Buy	4,464 +3,239	+264%	+$147K	0.01%	413
2014 Q4	$58K	Hold	1,225	–	–	﹤0.01%	539
2014 Q3	$56K	Hold	1,225	–	–	﹤0.01%	597
2014 Q2	$56K	Hold	1,225	–	–	﹤0.01%	597
2014 Q1	$61K	Hold	1,225	–	–	﹤0.01%	569
2013 Q4	$63K	Hold	1,225	–	–	﹤0.01%	530
2013 Q3	$61K	Hold	1,225	–	–	﹤0.01%	553
2013 Q2	$56K	Buy	+1,225	New	+$54.2K	﹤0.01%	553

Other funds holding CIT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

NIMC

NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return

Evercore Wealth Management's CIT Position: Q1 2018 in Review

Evercore Wealth Management sold out of CIT Group Inc. (CIT) in Q1 2018, closing a stake of 300 shares — an estimated $15K sold.

Evercore Wealth Management first reported a position in CIT in Q2 2013 and held it in 19 quarters. The position peaked at $260K in Q4 2016. 322 funds tracked by Wall St. Rank hold CIT as of Q1 2018.

Evercore Wealth Management reported no remaining CIT Group Inc. position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 300 CIT Group Inc. shares in Q1 2018, an estimated $15K.
Evercore Wealth Management first reported a position in CIT Group Inc. in Q2 2013 and held it in 19 quarters.
Evercore Wealth Management's CIT Group Inc. position peaked at $260K in Q4 2016.
322 funds tracked by Wall St. Rank held CIT Group Inc. as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.